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Howe & Rusling’s WisdomTree US LargeCap Fund EPS Stock Holding History

Howe & Rusling’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,095
Closed -$25K – 1055
2016
Q2 		$25K Hold
1,095
– – 0.01% 309
2016
Q1 		$25K Buy
+1,095
New +$24.1K 0.01% 371

Other funds holding EPS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
WFG Advisors Dallas, Texas $442M AUM 12.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Howe & Rusling's EPS Position: Q3 2016 in Review

Howe & Rusling sold out of WisdomTree US LargeCap Fund (EPS) in Q3 2016, closing a stake of 1,095 shares — an estimated $25K sold.

Howe & Rusling first reported a position in EPS in Q1 2016 and held it in 2 quarters. The position peaked at $25K in Q2 2016. 29 funds tracked by Wall St. Rank hold EPS as of Q3 2016.

  • Howe & Rusling reported no remaining WisdomTree US LargeCap Fund position as of Q3 2016 after selling out during the quarter.
  • Howe & Rusling sold 1,095 WisdomTree US LargeCap Fund shares in Q3 2016, an estimated $25K.
  • Howe & Rusling first reported a position in WisdomTree US LargeCap Fund in Q1 2016 and held it in 2 quarters.
  • Howe & Rusling's WisdomTree US LargeCap Fund position peaked at $25K in Q2 2016.
  • 29 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q3 2016.

Based on Howe & Rusling's 13F filing for Q3 2016, filed 17 Oct 2016.